Debtors

Debtors

DEBTORS

The Debtors function is designed to provide a comprehensive record of the institution's debtor families. This guide will take you through each step to help you understand and effectively use this function.

Step 1: Overview of Debtors

At the initial part of the screen, you will see a graph showing general information about the debtors.

On the left corner, you will see the total amount owed to the institution.

Following this, the graph details the debts categorized by different periods (30 days, 60 days, and 90 days).

Below the graph, there is a comprehensive list of debtors. This list includes:

  • Name of the debtor
  • Invoice number
  • Dates related to the debt
  • Period of the debt
  • Other relevant details

You can view individual invoices by selecting them from this list.

Step 2: Registering a Payment

To register payments made against pending invoices, select the "Make Payment" option.


You can choose the name of the parent from the provided list or use the "Search" option to find the parent's name.


Click on "Make Payment" after selecting or searching for the parent's name.

A new screen will be displayed for registering the payment.

Confirm the name of the family to ensure it is correct.

Select the payment method from the provided options (detailed explanation of each method will be covered later).

Fill in the necessary payment details.

On the right side, choose the invoice that you are paying by clicking on it.

Click "OK" to register the transaction.



Step 3. Video Tutorial

Watch the Video: For a visual guide on how use the Debtors function please watch the following video




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